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Optimizing Your Retirement Plan (Webinar Recording)
Have retirement plan automation and target date funds helped improve savings levels or financial wellness for your plan participants? Have they helped optimize plans, as promised?
CAPTRUST’s Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and John Leissner discuss the following questions in this webinar recording:
What does an “optimized” plan look like?
How effective is plan automation?
What tools can plan sponsors use to drive employee engagement?
This webinar examines interesting research nuggets gleaned from trusted sources and insights from CAPTRUST’s annual plan design benchmark study, the largest of its kind in the industry.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.